How to Know When You Need Salesforce Health Checkups?

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 Every company moves to Salesforce implementation with the hope to increase business productivity and simplify management. But sometimes, after using Salesforce for a period, it might stop giving you the results and efficiency you expect. This is where you need to consider going for Salesforce health checkups to get Salesforce aligned with your business operations. 


There can be situations that Salesforce is not properly deployed, which might lead to chugging at your resources, needing hotfixes at times. If you are not able to use Salesforce to its full potential, it’s no use in having the solution. So to fix that, you can go for Salesth health checkups to identify and fix what’s going wrong.

When Should You Go for Salesforce Health Checks?

In simple words, if you have implemented Salesforce in your organization but are still not able to use it to its full potential, consider going for a Salesforce health checkup to know what’s not working for you. Here are some situations in which you must consider the health check.

  1. Evolving Business

Businesses keep on evolving over some time. So as your business evolves, your Salesforce solution should also be able to accommodate the changes and should run in associated with the updated business goals. But your Salesforce might be working in the same way since you have implemented it. 

Consider getting it checked by certified Salesforce professionals to ensure that it keeps evolving with your evolving business needs and processes.

  1. Low User Adoption

When you have implemented Salesforce in your organization but still facing issues with user adoption among your in-house teams, then there’s an issue. The sales team might not able to use Salesforce functionalities to quickly extract data, or the marketing team might face trouble with personalizing marketing campaigns. That’s a concern and required to be fixed by the experts.

  1. Complex Business Processes

As a business keeps growing, it is quite common that its operations keep going more and more complex. Sometimes the Salesforce solution implemented might not be able to align well with the complex business operations and might not be the right fit for you. Make sure you reach out to an expert to upgrade your Salesforce solution or create custom objects that could fit well with your evolving business processes.

  1. Manual Processes Keeps Coming Back

One of the main reasons businesses implement Salesforce is to automate their critical processes like lead management, marketing strategies, etc. to save team time for revenue-generating operations. But if you can’t achieve this and are still using manual processes, then it’s time to look for expert help to get your Salesforce health checked.

  1. Issues with Keeping Salesforce Updated

Salesforce constantly keeps evolving and keeps pace with the latest trends. It keeps adding new features and functionalities that would improve business processes and operations. This makes it important to always use the updated version of Salesforce. But if you are not able to keep Salesforce updated, that’s an issue. 

Go for regular Salesforce health checkups at experts to identify the issue and align the CRM perfectly with your business, enabling its timely updates.

Get Salesforce Health Checkups Conducted for Smooth Operations

While implementing Salesforce in your organization, you might have many expectations to improve the efficiency and productivity of employees by automating processes. Achieve it all by timely conducting Salesforce health checkups to ensure your Salesforce solution is working in the way you expected.

Make sure you only get the health checkup conducted by certified Salesforce experts. Contact the team at 360 Degree Cloud for a Salesforce health checkup.

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